Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 12-01-2020 , and ending 11-30-2021
Name of foundation
THE SIKAND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)15230 BURBANK BOULEVARD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VAN NUYS, CA91411
A Employer identification number

95-4109267
B Telephone number (see instructions)

(818) 787-8550
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$44,054,299
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 583,104 583,104 583,104
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,645,789
b Gross sales price for all assets on line 6a 14,627,178
7 Capital gain net income (from Part IV, line 2)... 3,645,789
8 Net short-term capital gain......... 334,099
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 180,869    
12 Total. Add lines 1 through 11........ 4,409,762 4,228,893 917,203
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 17,686 17,686 17,686  
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,623      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 162,330 162,330 162,330  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 187,639 180,016 180,016 0
25 Contributions, gifts, grants paid....... 1,929,000 1,929,000
26 Total expenses and disbursements. Add lines 24 and 25 2,116,639 180,016 180,016 1,929,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,293,123
b Net investment income (if negative, enter -0-) 4,048,877
c Adjusted net income (if negative, enter -0-)... 737,187
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 76,336 23,176 23,176
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,420,285 Click to see attachment29,821,698 38,031,123
14 Land, buildings, and equipment: basis bullet6,000,000
Less: accumulated depreciation (attach schedule) bullet   6,000,000 Click to see attachment6,000,000 6,000,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,496,621 35,844,874 44,054,299
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 33,496,621 35,844,874
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 33,496,621 35,844,874
30 Total liabilities and net assets/fund balances (see instructions). 33,496,621 35,844,874
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
33,496,621
2
Enter amount from Part I, line 27a .....................
2
2,293,123
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
55,130
4
Add lines 1, 2, and 3 ..........................
4
35,844,874
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,844,874
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a US TRUST STCG P 2021-06-01 2021-11-30
b US TRUST STCG ACCD MARKET DISCOUNT P 2021-06-01 2021-11-30
c US TRUST STCG WASH SALES P 2021-06-01 2021-11-30
d US TRUST LTCG P 2020-06-01 2021-11-30
e US TRUST LTCG ACCD MARKET DISCOUNT P 2020-06-01 2021-11-30
Capital Gain Dividends      
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,255,260   3,921,425 333,835
b     518 -518
c 782     782
d 10,167,510   7,053,366 3,114,144
e     6,080 -6,080
      203,626
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       333,835
b       -518
c       782
d       3,114,144
e       -6,080
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,645,789
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 334,099
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 56,279
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 56,279
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 56,279
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,960
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 51,319
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANNETTE C SIKAND Telephone no.bullet (818) 787-8550

    Located atbullet15230 BURBANK BOULEVARDVAN NUYSCA ZIP+4bullet91411
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARK R SIKAND CFO
    5.00
    0    
    15230 BURBANK BLVD STE 100
    VAN NUYS,CA91411
    ANNETTE C SIKAND President
    5.00
    0    
    15230 BURBANK BOULEVARD
    VAN NUYS,CA91411
    RENEE C SIKAND Secretary
    5.00
    0    
    15230 BURBANK BOULEVARD
    VAN NUYS,CA91411
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    38,012,711
    b
    Average of monthly cash balances.......................
    1b
    58,792
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,270,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,341,503
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    40,341,503
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    605,123
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,736,380
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,986,819
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,986,819
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    56,279
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    56,279
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,930,540
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,930,540
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,930,540
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,929,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,929,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,929,000
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,930,540
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,863,191
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,929,000
    a Applied to 2019, but not more than line 2a 1,863,191
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 65,809
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    1,864,731
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALCOTT MENTAL HEALTH SERVICES
    1433 SOUTH ROBERTSON BLVD
    LOS ANGELES,CA90035
    NONE PC PROVIDE SERVICES TO MENTAL HEALTH PATIENTS 2,000
    AMERICAN KIDNEY FUND
    PO BOX 1837
    MERRIFIELD,VA22116
    NONE PC FIGHT KIDNEY DISEASE AND HELP PEOPLE LIVE HEALTHIER LIVES. 2,000
    AMERICAN RED CROSS
    11355 OHIO AVENUE
    LOS ANGELES,CA90025
    NONE PC PREPARE LA 2.0 CAMPAIGN, PROVIDE DISASTER READINESS AND AWARENESS TO COMMUNITIES 20,000
    AMERICAN SOCIETY OF CIVIL ENGINEERS
    1801 ALEXANDER BELL DRIVE
    RESTON,VA20191
    NONE SO II CIVIL ENGINEERS' ROLE IN SUSTAINABILITY AND ADVOCACY FOR INFRASTRUCTURE INVESTMENT 1,000
    AMERICAN STROKE FOUNDATION
    5916 DEARBORN STREET
    MISSION,KS66202
    NONE PC PROVIDE MEDICAL PROGRAMS FOR STROKE SURVIVORS 1,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902
    NONE PC PROVIDE MEDICINES AND RELIEF SERVICES 3,000
    BLESSED SACRAMENT CHURCH
    6657 SUNSET BLVD
    HOLLYWOOD,CA90028
    NONE PC SUPPORT OPERATIONS OF JESUIT CHURCH. 20,000
    BRAILLE INSTITUTE
    741 NORTH VERMONT AVENUE
    LOS ANGELES,CA90029
    NONE PC PROVIDE SERVICES FOR THE BLIND AND VISUALLY IMPAIRED 1,000
    BROTHERS BROTHER FOUNDATION
    1200 GALVESTON AVENUE
    PITTSBURGH,PA15233
    NONE PC TO PROVIDE INTERNATIONAL HEALTH AND EDUCATION 2,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 SOUTH FIGUEROA STREET SUITE 400
    LOS ANGELES,CA90012
    NONE PC CHAMPION ISSUES THAT IMPACT STRUGGLING RESIDENTS 4,000
    CALIFORNIA STATE UNIVERSITY LOS ANGELES
    5151 STATE UNIVERSITY DRIVE
    LOS ANGELES,CA90032
    NONE PC ECST DEAN'S FUND FOR STUDENT ACCESS 270,000
    CANINE COMPANIONS FOR INDEPENDENCE
    PO BOX 446
    SANTA ROSA,CA95402
    NONE PC OFFER HIGHLY TRAINED ASSISTANCE DOGS TO PEOPLE WITH DISABILITIES 2,000
    CARE USA
    465 CALIFORNIA STREET SUITE 475
    SAN FRANCISCO,CA94104
    NONE PC TO PROVIDE HUMANITARIAN RELIEF AND FIGHT GLOBAL POVERTY 20,000
    CARTER CENTER
    453 FREEDOM PARKWAY
    ATLANTA,GA30307
    NONE PC GLOBAL HEALTH AND PEACE PROGRAMS 5,000
    CATHOLIC BIG BROTHERS & SISTERS
    1530 JAMES M WOOD BLVD
    LOS ANGELES,CA90015
    NONE PC TO PROVIDE YOUTH, OF ALL BELIEFS AND BACKGROUNDS, WITH STRONG ONE ON ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER 20,000
    CATHOLIC CHARITIES
    PO BOX 17066
    BALTIMORE,MD21297
    NONE PC IMPROVE LIVES OF AMERICANS LIVING IN POVERTY 10,000
    CATHOLIC RELIEF SERVICES
    PO BOX 17090
    BALTIMORE,MD21297
    NONE PC TO WORK WITH LOCAL, NATIONAL AND INTERNATIONAL CATHOLIC INSTITUTIONS TO ASSIST PEOPLE ON THE BASIS OF NEED NOT CREED, RACE OR NATIONALITY 5,000
    CHAMINADE COLLEGE PREPARATORY
    10210 OAKDALE AVENUE
    CHATSWORTH,CA91311
    NONE PC PROVIDE QUALITY CATHOLIC MARIANIST EDUCATION, CAMPUS MINISTRY, AND RETREAT PROGRAMS 25,000
    CHILDRENS HOSPITAL OF LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027
    NONE PC LEUKEMIA RESEARCH AND PROVIDE CRITICAL AND LIFESAVING CARE THE PATIENTS NEEDINTEGRATE THERAPY DOGS WITH PATIENTS 5,000
    COLLEGE OF THE CANYONS
    26455 ROCKWELL CANYON ROAD
    SANTA CLARITA,CA91355
    NONE PC ASSIST FOR FEES, BOOKS, SUPPLIES, HOUSING AND TRANSPORTATION TO COMMUNITY COLLEGE STUDENTS 5,000
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 500
    ARLINGTON,VA22202
    NONE PC PROTECT ECOSYSTEMS AROUND THE WORLD 1,000
    DIRECT RELIEF INTERNATIONAL
    27 SOUTH LA PATERA LANE
    SANTA BARBARA,CA93117
    NONE PC IMPROVE THE HEALTH AND LIVES OF PEOPLE AFFECTED BY POVERTY OR EMERGENCIES 4,000
    DISABLED AMERICAN VETERANS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    NONE PC FIGHT THE BATTLES OF DESERVING VETERANS WHO CAN'T FIGHT FOR THEMSELVES 3,000
    DOWNTOWN WOMENS CENTER
    442 S SAN PEDRO STREET
    LOS ANGELES,CA90013
    NONE PC END HOMELESSNESS FOR WOMEN 3,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    NONE PC SOLVE THE MOST CRITICAL ENVIRONMENTAL PROBLEMS FACING THE PLANET 2,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20077
    NONE PC TO ADVANCE CHANGE IN AMERICA BY ENSURING EQUITABLE ACCESS TO NUTRITIOUS FOOD FOR ALL, IN PARTNERSHIP WITH FOOD BANKS, POLICYMAKERS, SUPPORTERS, AND THE COMMUNITIES WE SERVE. 5,000
    FIX NATION
    7680 CLYBOURN AVENUE
    LOS ANGELES,CA91352
    NONE PC PROVID FREE, FULL-TIME SPAY/NEUTER CLINICS FOR CATS 3,000
    FRIENDS OF GRIFFITH PARK
    PO BOX 27573
    LOS ANGELES,CA90027
    NONE PC PRESERVE GRIFFITH PARK AND PROVIDE ADVOCACY, SUPPORT, EDUCATION AND SERVICE TO THE COMMUNITY 2,500
    THE GOOD SHEPHERD SHELTER
    PO BOX 19487
    LOS ANGELES,CA90019
    NONE PC END GENERATIONAL CYCLE OF DOMESTIC VIOLENCE 10,000
    THE GUADALUPE COMMUNITY CENTER
    21600 HART STREET
    CANOGA PARK,CA91303
    NONE PC ASSIST LOW-INCOME FAMILIES IN CANOGA PARK AND PROVIDE RECREATIONAL TUTORING SERVICES 2,000
    GONZAGA UNIVERSITY
    502 E BOONE STREET
    SPOKANE,WA99258
    NONE PC PROVIDE SCHOLARSHIP PROGRAM 5,000
    GOODWILL INDUSTRIES
    342 SAN FERNANDO ROAD
    LOS ANGELES,CA90031
    NONE PC WORKFORCE AND CAREER DEVELOPMENT SUPPORTIVE SERVICES. 20,000
    GUIDE DOGS OF AMERICA
    13445 GLENOAKS BLVD
    SYLMAR,CA91342
    NONE PC PROVIDE GUIDE DOGS TO BLIND AND VISUALLY IMPAIRED 5,000
    HENRY MAYO NEWHALL MEMORIAL HEALTH FD
    23845 MC BEAN PARKWAY
    VALENCIA,CA91355
    NONE PC RAISE FUNDS FOR THE NEEDS OF THE HOSPITAL IN ORDER TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY, WHILE FOSTERING VOLUNTEERISM AND POSITIVE COMMUNITY AWARENESS OF THE HOSPITAL. 20,000
    HEART OF LOS ANGELES
    2701 WILSHIRE BLVD SUITE 100
    LOS ANGELES,CA90057
    NONE PC PROVIDE UNDERSERVED YOUTH WITH ACADEMIC, ARTS, & ATHLETIC PROGRAMS 10,000
    HOLY CROSS MISSION CENTER
    PO BOX 543
    NOTRE DAME,IN46556
    NONE PC PROVIDE MATERNITY CLINIC TO DANDORA 5,000
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    TAUNTON,MA02780
    NONE PC BUILD SPECIALLY ADAPTED, MORTGAGE-FREE HOMES TO OUR VETERANS TO ASSIST THEM IN REBUILDING THEIR LIVES 20,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168
    NONE PC TO RESPOND TO THE WORLD'S WORST HUMANITARIAN CRISES AND PROVIDE ASSISTANCE 2,000
    JESUITS WEST
    PO BOX 68
    LOS GATOS,CA95031
    NONE PC TO SUPPORT THE WORK OF THE JESUITS 125,000
    LOS ANGELES COUNTY ANIMAL CARE FD
    PO BOX 100515
    PASADENA,CA91189
    NONE SO III FI PROVIDE HOME FOR PETS IN NEED 50,000
    LOS ANGELES COUNTY MUSEUM OF ART
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036
    NONE PC TO CONTINUOUSLY EXPAND AND SERVE AUDIENCES OF ALL AGES, ETHNICITIES, AND SOCIOECONOMIC BACKGROUNDS, BOTH ON-SITE AND OFF-SITE, BY CREATING WELCOMING, AND BY USER-ORIENTED ENVIRONMENTS AND PROGRAMS. 10,000
    LOS ANGELES PHILHARMONIC
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012
    NONE PC PROVIDE ARTISTIC PROGRAMS AND EDUCATIONAL EFFORTS TO YOUNG PEOPLE IN THE COMMUNITY 10,000
    LOS ANGELES PARKS FOUNDATION
    2650 N COMMONWEALTH AVENUE
    LOS ANGELES,CA90027
    NONE PC PRESERVE AND PROMOTE ALL CITY PARKS AND PROVIDE RECREATIONAL PROGRAMS FOR THE PEOPLE OF LOS ANGELES 30,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 4TH STREET
    LOS ANGELES,CA90058
    NONE PC PROVIDE FOOD ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED THROUGHOUT LOS ANGELES COUNTY 5,000
    LOYOLA HIGH SCHOOL
    1901 VENICE BLVD
    LOS ANGELES,CA90099
    NONE PC TO PROVIDE SCHOLARSHIPS FOR JESUIT EDUCATION. 5,000
    LOYOLA LAW SCHOOL
    919 ALBANY STREET
    LOS ANGELES,CA90015
    NONE PC PROVIDE OPPORTUNITIES FOR LEGAL EDUCATION TO THE POOR, UNDERPRIVILEGED, WOMEN AND MINORITIES 20,000
    MEALS ON WHEELS - WEST
    1823-A MICHIGAN AVENUE
    SANTA MONICA,CA90404
    NONE PC PROVIDE HOME-DELIVERED MEALS AND A FRIENDLY VISIT TO THE ELDERS WHO ARE HOMEBOUND AND ALONE 10,000
    MED SHARE INTERNATIONAL
    3240 CLIFTON SPRINGS ROAD
    DECATUR,GA30034
    NONE PC COLLECT SURPLUS MEDICAL SUPPLIES AND EQUIPMENT AND REDISTRIBUTE TO QUALIFIED HEALTHCARE FACILITIES IN DEVELOPING COUNTRIES 2,000
    MY FRIENDS PLACE
    PO BOX 3867
    HOLLYWOOD,CA90078
    NONE PC PROVIDE A SAFE HAVEN FOR THE HOMELESS YOUTH IN LOS ANGELES 5,000
    MORRIS ANIMAL FOUNDATION
    720 SOUTH COLORADO BLVD SUITE 174A
    DENVER,CO80246
    NONE PC TO BRIDGE SCIENCE AND RESOURCES TO ADVANCE THE HEALTH OF ANIMALS. 1,000
    MUSIC CENTER FOUNDERS
    135 N GRAND AVENUE
    LOS ANGELES,CA90012
    NONE PC TO ENSURE THE FUTURE OF PERFORMING ARTS IN LOS ANGELES 10,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    PO BOX 62596
    BALTIMORE,MD21264
    NONE PC PROVIDE SUPPORT AND EDUCATION TO INDIVIDUALS LIVING WITH MENTAL ILLNESS 10,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011
    NONE PC TO SAFEGUARD THE EARTH, ITS PEOPLE, ITS PLANTS AND ANIMALS, AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. 2,500
    OCCIDENTAL COLLEGE
    1600 CAMPUS ROAD M-34
    LOS ANGELES,CA90041
    NONE PC PROVIDE FINANCIAL AID AND STUDENT SCHOLARSHIPS 5,000
    PBS SOUTHERN CALIFORNIA
    PO BOX 25113
    SANTA ANA,CA92799
    NONE PC EDUCATE, ENTERTAIN, AND ENLIGHTEN VIEWERS 5,000
    PET PARTNERS
    875 124TH AVENUE NE 101
    BELLEVUE,WA98005
    NONE PC IMPROVE PEOPLE'S HEALTH THROUGH POSITIVE INTERACTIONS WITH THERAPY ANIMALS 2,000
    PROJECT PRAKASH
    955 MASSACHUSETTS AVENUE 351
    CAMBRIDGE,MA02139
    NONE PC PROVIDE SURGERIES TO BLIND CHILDREN IN INDIA 35,000
    PROVIDENCE SAINT JOSEPH FOUNDATION
    501 S BUENA VISTA STREET
    BURBANK,CA91505
    NONE PC TO SUPPORT THE PALLIATIVE CARE CENTER AT THE HOSPITAL. 105,000
    RAND
    1776 MAIN STREET
    SANTA MONICA,CA90407
    NONE PC PRODUCE RESEARCH AND ALAYSIS TO FURTHER PUBLIC WELFARE AND SECURITY OF THE COUNTRY 1,000
    SALVATION ARMY
    PO BOX 93002
    LONG BEACH,CA90809
    NONE PC PROVIDE SOCIAL SERVICES TO FIGHT HUNGER AND POVERTY TO PEOPLE IN NEED 10,000
    SAN FERNANDO VALLEY RESCUE MISSION
    PO BOX 8073
    VAN NUYS,CA91409
    NONE PC PROVIDE REFUGE, RECOVERY, AND RESTORATION FOR THE POOR AND HOMELESS 10,000
    SANTA CLARA UNIVERSITY
    500 EL CAMINO REAL
    SANTA CLARA,CA95053
    NONE PC PROVIDE FINANCIAL AID AND SCHOLARSHIP PROGRAMS 5,000
    SMITHSONIAN INSTITUTION
    PO BOX 9016
    PITTSFIELD,MA01202
    NONE PC PRESERVE OUR HERITAGE, DISCOVER NEW KNOWLEDGE AND SHARE RESOURCES WITH THE WORLD 7,500
    SMILE TRAIN
    PO BOX 96246
    WASHINGTON,DC20090
    NONE PC PROVIDE FREE CLEFT LIP AND PALATE REPAIR SURGERY TO CHILDREN 5,000
    SOS CHILDRENS VILLAGES
    1620 I STREET NW SUITE 900
    WASHINGTON,DC20006
    NONE PC SUPPORT PROGRAM IN INDIA TO BUILD FAMILIES FOR CHILDREN IN NEED, HELP THEM SHAPE THEIR FUTURES AND SHARE IN THE DEVELOPMENT OF THEIR COMMUNITIES. 10,000
    SPCA LOS ANGELES
    5026 WEST JEFFERSON BLVD
    LOS ANGELES,CA90016
    NONE PC HELP HOMELESS, ABUSED AND ABANDONED ANIMALS 2,000
    SAINT BERNARDINE OF SIENA
    6061 VALLEY CIRCLE BLVD
    WOODLAND HILLS,CA91367
    NONE PC SUPPORT OPERATIONS OF CHURCH. 10,000
    ST MONICAS CATHOLIC CHURCH
    725 CALIFORNIA AVENUE
    SANTA MONICA,CA90403
    NONE PC SUPPORT OPERATIONS OF THE CHURCH. 10,000
    ST VINCENT DE PAUL SOCIETY
    209 E LOMITA AVENUE
    GLENDALE,CA91205
    NONE PC ADOPT A FAMILY PROGRAM 1,000
    ST VINCENTS MEALS ON WHEELS
    2303 MIRAMAR STREET
    LOS ANGELES,CA90057
    NONE PC PROPARE AND DELIVER NUTRITIOUS MEALS TO THE HOMEBOUND SENIORS AND VULNERABLE FAMILIES 10,000
    ST JOSEPHS CENTER
    204 HAMPTON DRIVE
    VENICE,CA90291
    NONE PC END HOMELESSNESS PROGRAMS 5,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PC ADVANCE CURES AND MEANS OF PREVENTION FOR PEDIATRIC CATATROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 10,000
    UNITED WAY
    1150 S OLIVE STREET SUITE T500
    LOS ANGELES,CA90015
    NONE PC TO IMPROVE LIVES BY MOBILIZING CARE OF THE COMMUNITIES AROUND THE WORLD TO ADVANCE THE COMMON GOOD 20,000
    UCLA DEPARTMENT OF NEUROSURGERY
    PO BOX 957436
    LOS ANGELES,CA90095
    NONE PC SUPPORT BRAIN TUMOR RESEARCH OF LINDA LIAU 20,000
    VOLUNTEERS OF AMERICA
    3600 WILSHIRE BLVD ROOM 1500
    LOS ANGELES,CA90010
    NONE PC SERVE PEOPLE IN NEED, STRENGTHEN FAMILIES AND BUILD COMMUNITIES 2,000
    WESTSIDE FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404
    NONE PC PROVIDE FOOD ASSISTANCE 5,000
    WORLD WILDLIFE FOUNDATION
    PO BOX 98127
    WASHINGTON,DC20090
    NONE PC COSERVE WILDLIFE AND ENDANGERED SPECIES 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS66675
    NONE PC RECOVERY AND REHABILITATION PROGRAMS TO WOUNDED WAR HEROES 5,000
    WORLD VISION
    PO BOX 70220
    TACOMA,WA98481
    NONE PC PROVIDE EMERGENCY ASSISTANCE TO CHILDREN AND FAMILIES AFFECTED BY DISASTERS AND CONFLICT 2,000
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104
    NONE PC TO SUPPORT PROJECTS AND PROGRAMS THAT PRESERVE AND PROTECT YOSEMITE NATIONAL PARK'S RESOURCES, AND ENRICH THE VISITOR EXPERIENCE. 2,000
    CITY OF HOPE
    1055 WILSHIRE BOULEVARD 1200
    LOS ANGELES,CA90017
    NONE PC TO PROVIDE CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER AND DIABETES 20,000
    HABITAT FOR HUMANITY
    21031 VENTURA BOULEVARD STE 610
    WOODLAND HILLS,CA91364
    NONE PC TO BUILD AND REPAIR HOMES USING VOLUNTEER LABOR AND DONATIONS 5,000
    INSTITUTE FOR ADVANCED CATHOLIC STUDIES
    3601 WATT WAY GFS 304
    LOS ANGELES,CA90089
    NONE PC TO PROMOTE UNDERSTANDING, CRITIQUING AND DEVELOPING CATHOLIC INTELLECTUAL LIFE FOR THE SERVICE OF NOT ONLY THE CHURCH BUT ALL RELIGIONS 10,000
    MEND - MEET EACH NEED WITH DIGNITY
    10641 N SAN FERNANDO ROAD
    PACOIMA,CA91331
    NONE PC TO BREAK THE BONDS OF POVERTY BY PROVIDING BASIC HUMAN NEEDS AND A PATHWAY TO SELF-RELIANCE 20,000
    MICHAEL J FOX FD PARKINSONS RESEARCH
    PO BOX 4777
    NEW YORK,NY10163
    NONE PC TO CURE PARKINSON'S DISEASE 20,000
    THE PEOPLE CONCERN
    526 SAN PEDRO STREET
    LOS ANGELES,CA90013
    NONE PC TO ADDRESS THE EFFECTS OF HOMELESSNESS, POVERTY, MENTAL AND PHYSICAL ILLNESS, ABUSE AND ADDICTION THROUGH PROGRAMS THAT EMPOWER THE MOST VULNERABLE AMONG US, TO IMPROVE THEIR QUALITY OF LIFE. TO EDUCATE THE BROADER COMMUNITY AND IMPROVE PUBLIC POLICY. 70,000
    ANGEL FLIGHT
    3161 DONALD DOUGLAS LOOP SOUTH
    SANTA MONICA,CA90405
    NONE PC TO ARRANGE FREE AIR TRANSPORTATION IN RESPONSE TO HEALTH CARE AND OTHER COMPELLING NEEDS. 2,000
    CATHEDRAL OF OUR LADY OF THE ANGELS
    555 WEST TEMPLE STREET
    LOS ANGELES,CA90012
    NONE PC TO SUPPORT CATHEDRAL OPERATIONS. 5,000
    CHRYSALIS
    1853 LINCOLN BOULEVARD
    SANTA MONICA,CA90404
    NONE PC TO CREATE A PATHWAY OF SELF-SUFFICIENCY FOR HOMELESS AND LOW INCOME INDIVIDUALS BY PROVIDING RESOURCES AND SUPPORT NEEDED TO FIND AND RETAIN EMPLOYMENT. 10,000
    HILLVIEW MENTAL HEALTH CENTER
    12450 VAN NUYS BLVD STE 200
    PACOIMA,CA91331
    NONE PC TO PROVIDE MENTAL HEALTH SERVICES. 2,000
    HOLLENBECK PALMS
    573 S BOYLE AVENUE
    LOS ANGELES,CA90033
    NONE PC TO PROVIDE A RESIDENCE FOR THE ELDERLY THAT ENCOMPASSES A HEALTHY ENVIRONMENT OF COMFORT, SAFETY AND ENJOYMENT. 25,000
    HOMEAID LOS ANGELES
    350 SOUTH BIXEL STREET
    LOS ANGELES,CA90017
    NONE PC TO BUILD LIVES FOR LOS ANGELES' INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS, THROUGH HOUSING AND COMMUNITY OUTREACH. 20,000
    HOPE OF THE VALLEY
    PO BOX 7609
    MISSION HILLS,CA91346
    NONE PC TO ATTRACT PEOPLE AND RESOURCES TO ASSIST IN THE EFFORT OF MEETING THE NEEDS OF EVERY HUNGRY AND HOMELESS MAN, WOMAN AND CHILD IN THE GREATER LOS ANGELES AREA. 10,000
    MAYO CLINIC
    PO BOX 450
    ALBERT LEE,MN56007
    NONE PC MEDICAL EDUCATION, RESEARCH AND PATIENT CARE. 10,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTOWN,MD21741
    NONE PC TO PREVENT, TREAT, AND CURE CANCER THROUGH PATIENT CARE, OUTREACH PROGRAMS, RESEARCH AND EDUCATION. 2,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001
    NONE PC TO ACT AS AN INDEPENDENT, NONPARTISAN VOICE TO STRENGTHEN AND PROTECT THE NATIONAL PARKS. 2,000
    SIKH COALITION
    50 BROAD STREET SUITE 504
    NEW YORK,NY10004
    NONE PC TO WORK TOWARD THE REALIZATION OF CIVIL AND HUMAN RIGHTS FOR SIKHS SO THAT THEY MAY FREELY PRACTICE AND ENJOY THEIR FAITH, WHILE FOSTERING STRONG RELATIONS WITH THEIR LOCAL COMMUNITY WHEREVER THEY MAY BE. 5,000
    SIKH AMERICAN LEGAL DEFENSE & EDUC FUND
    1730 M STREET NW SUITE 909
    WASHINGTON,DC20036
    NONE PC TO EMPOWER SIKH AMERICANS THROUGH ADVOCACY, EDUCATION AND MEDIA RELATIONS. 5,000
    TARZANA TREATMENT CENTERS INC
    18646 OXNARD STREET
    TARZANA,CA91356
    NONE PC TO PROVIDE HIGH QUALITY, INTEGRATED HEALTHCARE FOR SUBSTANCE USE DISORDERS, MENTAL ILLNESS AND PRIMARY CARE INCLUDING SPECIALTY HIV/AIDS MEDICAL CARE. 2,000
    CATHAVEN
    38257 E KINGS CANYON RD
    DUNLAP,CA93621
    NONE PC TO PROVIDE SHELTER IN A NATURAL LIKE SETTING FOR LARGE WILD FELINE CATS, AND EDUCATIONAL SERVICES TO ELEMENTARY SCHOOLS PERTAINING TO THE LIVES OF LARGE WILD CATS. 1,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL 300
    LINCOLN,NE68508
    NONE PC TO GROW RELATIONSHIPS AND RESOURCES THAT ENABLE THE UNIVERSITY OF NEBRASKA TO CHANGE LIVES AND SAVE LIVES. 5,000
    BRIDGE TO HOME SCV
    23752 NEWHALL AVE
    SANTA CLARITA,CA91321
    NONE PC TO PROVIDE SHELTER, SUPPORTIVE SERVICES, PERMANENT AFFORDABLE HOUSING, AND TO ADVOCATE SUSTAINABLE SOLUTIONS FOR OUR NEIGHBORS IN NEED. 75,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006
    NONE PC TO PROVIDE IMPARTIAL MEDICAL RELIEF TO THE VICTIMS OF WAR, DISEASE, DISASTERS(MAN-MADE/NATURAL) WITHOUT REGARD TO RACE, RELIGION, OR POLITICAL AFFILIATION. 5,000
    FOODCYCLE
    1949 N WILTON PLACE
    LOS ANGELES,CA90068
    NONE PC TO PICK UP FOOD AND DELIVER IT TO HOMELESS NONPROFIT ORGANIZATIONS. 25,000
    HOMES 4 FAMILIES
    21031 VENTURA BLVD STE 610
    WOODLAND HILLS,CA91364
    NONE PC TO BUILD RESILIENCY, ECONOMIC GROWTH, NEIGHBORHOODS, AND HOMES FOR VETERAN FAMILIES. 20,000
    IMMACULATE HEART HIGH SCHOOL
    5515 FRANKLIN AVENUE
    LOS ANGELES,CA90028
    NONE PC TO PROVIDE SCHOLORSHIPS FOR HIGH SCHOOL STUDENTS. 30,000
    NEW CAMALDOLI HERMITAGE
    62475 HIGHWAY 1
    BIG SUR,CA93920
    NONE PC TO SUPPORT A COMMUNITY OF ROMAN CATHOLIC MONKS WHOSE LIFE IS DEDICATED TO CONTEMPLATION AND PRAYER. 35,000
    VOLUNTEER LEAGUE OF SFV
    14603 HAMLIN STREET
    VAN NUYS,CA91411
    NONE PC TO IMPROVE THE QUALITY OF LIFE OF CHILDREN OF THE SAN FERNANDO VALLEY AND GREATER LOS ANGELES, AND TO PROVIDE ENRICHMENT FOR ITS SENIOR CITIZENS. 5,000
    UNICEF USA
    125 MAIDEN LANE
    NEW YORK,NY10038
    NONE PC TO PROVIDE CHILDREN WITH HEALTH CARE, IMMUNIZATIONS, CLEAN WATER, SANITATION, NUTRITION, EDUCATION, AND EMERGENCY RELIEF. 5,000
    ALEXANDRIA HOUSE
    426 S ALEXANDRIA AVENUE
    LOS ANGELES,CA90020
    NONE PC TO PROVIDE TRANSITIONAL RESIDENCE FOR WOMEN & CHILDREN IN THE PROCESS OF MOVING TO PERMANENT HOUSING. 25,000
    CEDARS-SINAI
    8700 BEVERLY BLVD SUITE 2416
    LOS ANGELES,CA90048
    NONE PC TO PROVIDE QUALITY HEALTHCARE AND IMPROVE HEALTH THROUGH BIOMEDICAL RESEARCH, EDUCATION, AND COMMUNITY BENEFIT PROGRAMS. 10,000
    FAMILY PROMISE OF SANTA CLARITA VAL
    24820 ORCHARD VILLAGE RD STE A 391
    SANTA CLARITA,CA91355
    NONE PC TO ASSIST HOMELESS CHILDREN AND THEIR FAMILIES ACHIEVE SUSTAINABLE INDEPENDENCE. 10,000
    GARY SINISE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365
    NONE PC TO PROVIDE FAMILY SUPPORT, ENTERTAINMENT, AND ACTS OF APPRECIATION TO ACTIVE DUTY MILITARY, VETERANS, FIRST RESPONDERS, AND THEIR LOVED ONES. 10,000
    GOOD SHEPHERD CENTER
    1671 BEVERLY BLVD
    LOS ANGELES,CA90026
    NONE PC TO PROVIDE SHELTER FOR BATTERED WOMEN AND THEIR CHILDREN. 10,000
    HEIFER FOUNDATION
    1 WORLD AVENUE
    LITTLE ROCK,AR72203
    NONE PC TO END HUNGER AND POVERTY AND PROTECT THE EARTH. 5,000
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401
    NONE PC TO MAKE THE COASTAL WATERS AND WATERSHEDS OF GREATER LOS ANGELES SAFE, HEALTHY AND CLEAN. 2,500
    HOPE FOR THE WARRIORS
    8003 FORBES PLACE SUITE 201
    SPRINGFIELD,VA22151
    NONE PC TO PROVIDE SUPPORT PROGRAMS FOR SERVICE MEMBERS, VETERANS, AND MILITARY FAMILIES. 10,000
    THE PLAY EQUITY FUND
    2141 W ADAMS BLVD
    LOS ANGELES,CA90018
    NONE PC TO BRING THE POWER OF SPORT AND PLAY TO ALL CHILDREN, REGARDLESS OF THEIR RACE, GENDER, ZIP CODE OR SOCIOECONOMIC STATUS. 5,000
    PACIFIC CLINICS
    800 S SANTA ANITA AVENUE
    ARCADIA,CA91006
    NONE PC TO PROVIDE MENTAL HEALTH, EMPLOYMENT, EDUCATIONAL, HOUSING, AND SUBSTANCE ABUSE SERVICES. 20,000
    STEPHEN SILLER TUNNEL TO TOWERS FD
    2361 HYLAN BOULEVARD
    STATEN ISLAND,NY10306
    NONE PC TO HONOR THE SACRAFICE OF FIREFIGHTER STEPHEN SILLER, THE MILITARY, AND FIRST RESPONDERS. 10,000
    ST JOHN OF GOD HOSPITAL FOUNDATION
    2468 S ST ANDREWS PLACE
    LOS ANGELES,CA90018
    NONE PC TO PROVIDE LONG-TERM CARE AND ANCILLARY SERVICES TO RESIDENTIAL CARE FACILITY RESIDENTS. 20,000
    UCLA FOUNDATION
    10889 WILSHIRE BLVD 1500
    LOS ANGELES,CA90024
    NONE PC TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA. 10,000
    VERBUM DEI HIGH SCHOOL
    11100 S CENTRAL AVENUE
    LOS ANGELES,CA90059
    NONE PC TO PROVIDE YOUNG MEN WITH COLLEGE PREP CURRICULUM, CORPORATE WORK EXPERIENCE, AND FAITH FORMATION. 20,000
    WOLF CONNECTION
    3632 SMITH AVENUE 504
    ACTON,CA93510
    NONE PC TO BRING PEOPLE TOGETHER THROUGH DIRECT RELATIONSHIP WITH RESCUED WOLVES. 5,000
    PROVIDENCE TARZANA FOUNDATION
    18321 CLARK STREET
    TARZANA,CA91356
    NONE PC TO SUPPORT MENTAL HEALTH AT THE HOSPITAL. 100,000
    AMERICAN INDIA FOUNDATION
    216 E 45TH STREET
    NEW YORK,NY10017
    NONE PC TO IMPROVE THE LIVES OF INDIA'S UNDERPRIVILEGED WITH SPECIAL FOCUS ON WOMEN, CHILDREN, AND YOUTH. 45,000
    MONASTERY OF THE ANGELS
    1977 CARMEN AVENUE
    LOS ANGELES,CA90068
    NONE PC TO SUPPORT CLOISTERED CONVENT OF DOMINICAN NUNS. 5,000
    ST ROBERTS CENTER
    211 3RD AVENUE
    VENICE,CA90291
    NONE PC TO PROVIDE LUNCHES AND GROCERY BAGS FOR HOMELESS AND LOW INCOME FAMILIES. 5,000
    Total .................................bullet 3a 1,929,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....         583,104
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
            3,645,789
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME (K-1)
            180,869
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     4,409,762
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,409,762
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 DIVIDENDS AND INTEREST - BY HAVING A PERMANENT SOURCE OF INCOME THAT IS PROJECTED TO YIELD SECURE PREDICTABLE INCOME FOR CONTRIBUTIONS IN FUTURE YEARS.
    8 CAPITAL GAINS - SAME AS ABOVE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    U.S. TRUST - COMBINED ACCOUNTS - 7863 AT COST 29,821,698 38,031,123

    TY 2020 LandEtcSchedule2
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 6,000,000   6,000,000 6,000,000


    TY 2020 LegalFeesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & ACCOUNTING FEES 17,686 17,686 17,686 0


    TY 2020 OtherExpensesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 17,269 17,269 17,269  
    INVESTMENT EXPENSES & MANAGEMENT FEES 130,636 130,636 130,636  
    OFFICE EXPENSES 226 226 226  
    OTHER INVESTMENT EXPENSES 14,199 14,199 14,199  


    TY 2020 OtherIncomeSchedule2
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME (K-1) 180,869    


    TY 2020 OtherIncreasesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    ADJUST PRIOR BASIS OF SECURITIES 53,465
    FEDERAL TAX REFUND 1,358
    NON-DIVIDEND DISTRIBUTIONS 307


    TY 2020 TaxesSchedule
    Name:
    THE SIKAND FOUNDATION INC
    EIN:
    95-4109267
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CA FEE - ATTORNEY GENERAL 75      
    CA FORM 199 FILING FEE 10      
    PROPERTY TAXES - LAND 7,538